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Wealth Managers in Dickson, TN: 2026 rankings

30 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Dickson: Adams Wealth Partners- Nashville Wealth Management, RFA Score 68/100; 5.0★ from 43 Google reviews.

  2. 3

    Most-reviewed: Smith Complete Wealth - Les Smith, 33 Google reviews at 5.0★, the most of 30 ranked after Adams Wealth Partners- Nashville Wealth Management; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

30 Dickson wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 30 rated firms.

Top 10 wealth managers in Dickson at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Dickson at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Adams Wealth Partners- Nashville Wealth Management685.0★ (43)Nashville, 34 mi awayTop score
2Wealth Management Group675.0★ (28)Nashville, 26 mi away—
3Smith Complete Wealth - Les Smith675.0★ (33)Spring Hill, 34 mi awayMost reviews
4Cadence Wealth Advisors665.0★ (29)Brentwood, 34 mi away—
5Luken Wealth Management645.0★ (16)Brentwood, 34 mi away—
6Elevated Wealth Management645.0★ (15)Franklin, 33 mi away—
7Rooted Wealth Advisors645.0★ (15)Brentwood, 34 mi away—
8Lighthouse Wealth Group645.0★ (14)Franklin, 34 mi away—
9Burney Wealth Management635.0★ (13)Brentwood, 33 mi away—
10Everett Wealth Management - Nashville635.0★ (13)Nashville, 35 mi away—

All 30 wealth managers in Dickson, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Wealth Management Group

    Based in Nashville, 26 mi away

    67/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    237 Old Hickory Blvd #100, Nashville, TN 37221
    View profile for Wealth Management Group(615) 598-1264

  4. #4 Cadence Wealth Advisors

    Based in Brentwood, 34 mi away

    66/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    1616 Westgate Cir #230, Brentwood, TN 37027
    View profile for Cadence Wealth Advisors(615) 745-3653

  5. #5 Luken Wealth Management

    Based in Brentwood, 34 mi away

    64/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    136 Frierson St, Brentwood, TN 37027
    View profile for Luken Wealth Management(615) 550-5570

  6. #6 Elevated Wealth Management

    Based in Franklin, 33 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    256 Seaboard Ln Ste. D101, Franklin, TN 37067
    View profile for Elevated Wealth Management(615) 843-5200

  7. #7 Rooted Wealth Advisors

    Based in Brentwood, 34 mi away

    64/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9005 Overlook Blvd, Brentwood, TN 37027
    View profile for Rooted Wealth Advisors(615) 678-6120

  8. #8 Lighthouse Wealth Group

    Based in Franklin, 34 mi away

    64/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2550 Meridian Blvd #200, Franklin, TN 37067
    View profile for Lighthouse Wealth Group(629) 654-7190

  13. #13 EP Wealth Advisors

    Based in Nashville, 32 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3835 Cleghorn Ave #250, Nashville, TN 37215
    View profile for EP Wealth Advisors(615) 292-6889

  15. #15 Abound Wealth Management

    Based in Franklin, 31 mi away

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 7:30 AM–4:30 PM · Fri 7:30 AM–3:30 PM · Sat–Sun closed
    Address
    317 Main St Ste 201, Franklin, TN 37064
    View profile for Abound Wealth Management(615) 226-3667

  16. #16 Granite Oak Private Wealth

    Based in Franklin, 34 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    840 Crescent Centre Dr #600, Franklin, TN 37067
    View profile for Granite Oak Private Wealth(615) 798-0220

  19. #19 Carlton Wealth

    Based in Franklin, 33 mi away

    61/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon 10 AM–5 PM · Tue–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2000 Mallory Ln Ste 130-397, Franklin, TN 37067
    View profile for Carlton Wealth(615) 794-2536

  22. #22 Summit Wealth Group

    Based in Franklin, 33 mi away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    256 Seaboard Ln Suite, C101, Franklin, TN 37067
    View profile for Summit Wealth Group(615) 376-5363

  24. #24 Riverdog Wealth

    Based in Nashville, 33 mi away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2505 21st Ave S Ste 302, Nashville, TN 37212
    View profile for Riverdog Wealth(615) 208-6000

All 30 wealth managers

#1 to #25 are shown in full above. Here are #26 to #30, in RFA Score order; each links to its profile.

wealth managers in Dickson, ranks 26 to 30
RankBusinessRFA ScoreGoogle ratingDistance
26Jeremy Sweeney - Private Wealth Advisor, Ameriprise Financial Services, LLC595.0★ (3)34 mi
27Oasis Wealth Planning Advisors, LLC594.7★ (3)34 mi
28Merrill Lynch Wealth Management582.1★ (9)35 mi
29Stonebridge Wealth Management582.3★ (3)33 mi
30Truist Wealth571.7★ (3)34 mi

Also serving Dickson

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Dickson
BusinessGoogle ratingDistance
Aldred Wealth Management5.0★ (1)31 mi
Anchor Financial Group5.0★ (2)In Dickson
Baird Private Wealth Management5.0★ (2)34 mi
Baird Private Wealth Management5.0★ (1)31 mi
Brewer Family FinancialIn Dickson
Edward Jones - Financial AdvisorIn Dickson
Edward Jones - Financial Advisor: Kyle Scott, CEPA®5.0★ (2)In Dickson
Edward Jones - Financial Advisor: Matthew Wright, CFP®In Dickson
EP Wealth Advisors5.0★ (1)30 mi
F B Advisors4.0★ (1)In Dickson
Goldman & Associates Wealth Management, LLC5.0★ (1)30 mi
Harpeth Wealth Partners5.0★ (1)31 mi
High Knoll Wealth Advisors5.0★ (2)32 mi
Melby Wealth Management5.0★ (2)32 mi
Merrill Lynch Wealth Management5.0★ (2)34 mi
Republic Finance4.5★ (17)In Dickson
Sturgeon & Ellett Wealth Management5.0★ (1)25 mi
Synergy Wealth Management5.0★ (1)32 mi
TriStar Wealth AdvisorsIn Dickson
Wellencourt Wealth Management5.0★ (2)32 mi

How we ranked Dickson wealth managers

We scored 30 Dickson wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Dickson data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Dickson: frequently asked questions

Which wealth manager has the highest RFA Score in Dickson?

By RFA Score, the highest-ranked wealth manager in Dickson, TN is Adams Wealth Partners- Nashville Wealth Management with an RFA Score of 68/100. It has 5.0★ from 43 Google reviews. Wealth Management Group (#2) and Smith Complete Wealth - Les Smith (#3) follow. We ranked 30 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Dickson?

RankedFinancialAdvisors ranks 30 wealth managers serving Dickson, TN. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Dickson work on weekends?

2 of 30 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Infinitus Wealth Management (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Dickson wealth managers have?

The median Google rating among 30 rated wealth managers in Dickson is 5.0★, with a median of 9 reviews. Adams Wealth Partners- Nashville Wealth Management has the most, 43 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Dickson count in this ranking?

Yes, if they are within 40 mi of the Dickson city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Dickson ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Dickson a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Dickson

  1. November 2026: RFA Scores recalculated for 30 wealth managers serving Dickson.

More wealth managers and Dickson pages

Other specialties in Dickson